ISTB vs SCHD

AISTB

BSCHD

Measures won3–2ISTB wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income4.36%ISTB · $436 on $10k

Smallest drop−1.6%ISTB · worst fall in 1Y

Held in common[…]ISTB and SCHD

ISTB

SCHD

iShares Core 1-5 Year USD Bond ETF · $5.4BSchwab U.S. Dividend Equity ETF · $120B

+5.1%3 years · per year$11,598 · $17,266+20.0%

+2.1%5 years · per year$11,105 · $16,267+10.2%

0.06%Expense ratio$6 · $6 on $10k · lower wins0.06%

4.36%12-mo yield$436 · $300 on $10k3.00%

−1.6%Worst dropSmaller wins−6.9%

1.9%VolatilityLower wins11.7%

3–2ISTB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsISTB · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AISTB	iShares Core 1-5 Year USD Bond ETFRead Desk	0.06%	4.36%	−0.1%	+1.1%	+2.0%	+5.1%	+2.1%	−1.6%	$5.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AISTB	iShares Core 1-5 Year USD Bond ETFRead Desk	0.06%	4.36%	−0.1%	+1.1%	+2.0%	+5.1%	+2.1%	−1.6%	$5.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ISTB vs SCHD

ISTB

iShares Core 1-5 Year USD Bond

$11,105

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureISTBSCHD

Fee0.06%0.06%

Cost on $10k a year$6$6

Yield4.36%3.00%

5 years, per year+2.1%+10.2%

3 years, per year+5.1%+20.0%

Worst drop · 1Y−1.6%−6.9%

Volatility · 1Y1.9%11.7%

3–2measures won
ISTB first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ISTB, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

ISTBSCHDVIG

ISTB—[…][…]

SCHD[…]—14.5%

VIG[…]14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$430most kept, ISTB

ISTB$436 − $6 = $430

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee